Assured Investment Management’s Equifax EFX Stock Holding History

Assured Investment Management’s Portfolio EFX Stock Details EFX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-42,609	Closed	-$3.97M	–	1184
2018 Q4	$3.97M	Buy	42,609 +11,314	+36%	+$1.2M	0.11%	234
2018 Q3	$4.09M	Sell	31,295 -4,933	-14%	-$643K	0.07%	301
2018 Q2	$4.53M	Buy	36,228 +29,814	+465%	+$3.53M	0.08%	266
2018 Q1	$756K	Sell	6,414 -5,785	-47%	-$695K	0.02%	639
2017 Q4	$1.44M	Buy	12,199 +4,613	+61%	+$519K	0.03%	402
2017 Q3	$804K	Buy	+7,586	New	+$1M	0.02%	463
2016 Q2	–	Sell	-14,997	Closed	-$1.71M	–	611
2016 Q1	$1.71M	Buy	14,997 +5,527	+58%	+$582K	0.04%	142
2015 Q4	$1.05M	Sell	9,470 -14,614	-61%	-$1.58M	0.02%	192
2015 Q3	$2.34M	Buy	24,084 +7,560	+46%	+$751K	0.04%	163
2015 Q2	$1.6M	Buy	+16,524	New	+$1.61M	0.03%	175

Other funds holding EFX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Assured Investment Management's EFX Position: Q1 2019 in Review

Assured Investment Management sold out of Equifax (EFX) in Q1 2019, closing a stake of 42,609 shares — an estimated $3.97M sold.

Assured Investment Management first reported a position in EFX in Q2 2015 and held it in 10 quarters. The position peaked at $4.53M in Q2 2018. 488 funds tracked by Wall St. Rank hold EFX as of Q1 2019.

Assured Investment Management reported no remaining Equifax position as of Q1 2019 after selling out during the quarter.
Assured Investment Management sold 42,609 Equifax shares in Q1 2019, an estimated $3.97M.
Assured Investment Management first reported a position in Equifax in Q2 2015 and held it in 10 quarters.
Assured Investment Management's Equifax position peaked at $4.53M in Q2 2018.
488 funds tracked by Wall St. Rank held Equifax as of Q1 2019.

Based on Assured Investment Management's 13F filing for Q1 2019, filed 16 May 2019.